BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.7B
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,535
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.3M
3
+$10.1M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$9.47M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.38M

Top Sells

1
+$31.6M
2
+$17.5M
3
+$8.15M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$6.72M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$5.9M

Sector Composition

1 Technology 14.45%
2 Healthcare 6.56%
3 Consumer Discretionary 5.85%
4 Financials 5.6%
5 Energy 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$79.9K ﹤0.01%
11,212
+57
1377
$78.4K ﹤0.01%
+10,066
1378
$77.7K ﹤0.01%
13,283
-18
1379
$71.9K ﹤0.01%
11,285
-37,391
1380
$71.8K ﹤0.01%
+16,074
1381
$64.2K ﹤0.01%
12,975
+500
1382
$61K ﹤0.01%
23,568
-22,405
1383
$60.6K ﹤0.01%
+12,400
1384
$59.6K ﹤0.01%
+12,630
1385
$57.8K ﹤0.01%
12,200
-3,575
1386
$57.5K ﹤0.01%
24,055
+7,542
1387
$57.4K ﹤0.01%
+11,618
1388
$56.6K ﹤0.01%
21,850
+9,000
1389
$55.4K ﹤0.01%
+10,906
1390
$55.1K ﹤0.01%
20,624
+1,500
1391
$54.1K ﹤0.01%
+10,542
1392
$51.8K ﹤0.01%
+521
1393
$50.9K ﹤0.01%
1,330
+130
1394
$49.4K ﹤0.01%
11,944
1395
$49K ﹤0.01%
10,282
1396
$48.3K ﹤0.01%
10,500
-9,000
1397
$45.4K ﹤0.01%
+10,677
1398
$44.9K ﹤0.01%
15,380
+1,000
1399
$43.2K ﹤0.01%
11,540
+1,139
1400
$43.1K ﹤0.01%
+55,020
54 55
56
57 58